Tax Effective U.S. Departure Planning

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In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/Australia) CFP®, AIF® reviewed some of the decisions that have major financial implications for Australians who may be thinking of returning to Australia. Some of the issues include;

- Implications of legal immigration status (temporary visa vs permanent residency)

- HEART Act -- To relinquish or not

- Distribution of retirement accounts to Australia

- Estate planning

- US tax compliance

- Inheritance tax
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Great session Ashley. Thanks for posting on Youtube.

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